About
By having a Certified Financial Planner™ (CFP®) & Group Benefits Associate (GBA), we bring the convenience of addressing all financial and insurance needs under one roof.
About Us
Strategic Planning for a Stronger Financial Future
At EBNY Financial, we do not just plan—we strategize. Your wealth is more than numbers on a page; It is your legacy, your security, and your future.
We provide elite financial planning, wealth management, and insurance solutions tailored to safeguard your assets, minimize tax burdens, and ensure lasting prosperity.
Wealth is not just about accumulation. It’s about preservation, protection, and purpose. Let EBNY Financial guide you toward a stronger financial future.
Strategic Wealth Management
Smart investments, tax-efficient strategies, and proactive planning—our approach helps ensure that your wealth works for you today and for generations to come.
Retirement Planning for a Secure Future
A well-structured retirement plan is the key to financial independence. We craft personalized strategies to help ensure that you can enjoy your retirement without financial uncertainty.
Comprehensive Insurance Benefits
We help protect what matters most—your family, business, and future. Our insurance solutions can provide stability, security, and peace of mind in an unpredictable world.
Leadership You Can Trust
Executive Benefits of New York (EBNY) is a family-owned financial planning firm dedicated to delivering personalized solutions for individuals and businesses. We build lasting client relationships and provide tailored guidance through a team of experienced professionals with backgrounds at leading investment and consulting firms.
With Certified Financial Planner® (CFP®) professionals, we deliver comprehensive financial planning, retirement, and benefits consulting services designed around your goals. As an independent firm, we are not bound by quotas or proprietary products, enabling us to provide objective advice and recommendations that put your interests first. Through exceptional service, proactive communication, and personalized guidance, we help clients navigate changing financial landscapes and make informed decisions with confidence.
Kevin Kautzmann CFP®
Kyle Kautzmann GBA
Guiding Your Financial Journey, Every Step of the Way
Diversity, Equity & Inclusion at EBNY
In the 25 years since our inception, EBNY has had individuals of every creed, race, and orientation walk through our doors, whether they have been clients or colleagues. We have been represented by individuals from every continent except Australia and Antarctica.
This diverse array of people has kept us grounded and objective as a business and has given EBNY the energy and creativity to reach the level it has achieved today.
We will continue to evolve with the ever-changing social landscape and continue to be the inclusive company we have always been.
Wealth Management That Works—Just Ask Our Clients
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